Gries Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
11,108
+61
| +0.6% | +$11.8K | 0.39% | 57 |
|
|
2025
Q1 | $2.08M | Sell |
11,047
-7
| -0.1% | -$1.32K | 0.4% | 49 |
|
|
2024
Q4 | $2.05M | Buy |
11,054
+270
| +3% | +$50K | 0.36% | 58 |
|
|
2024
Q3 | $2.05M | Buy |
10,784
+733
| +7% | +$139K | 0.38% | 63 |
|
|
2024
Q2 | $1.75M | Buy |
10,051
+191
| +2% | +$33.3K | 0.36% | 76 |
|
|
2024
Q1 | $1.77M | Sell |
9,860
-84
| -0.8% | -$15K | 0.3% | 92 |
|
|
2023
Q4 | $1.64M | Buy |
9,944
+102
| +1% | +$16.9K | 0.36% | 75 |
|
|
2023
Q3 | $1.49M | Buy |
9,842
+292
| +3% | +$44.3K | 0.4% | 72 |
|
|
2023
Q2 | $1.51M | Buy |
9,550
+148
| +2% | +$23.4K | 0.42% | 68 |
|
|
2023
Q1 | $1.43M | Buy |
9,402
+41
| +0.4% | +$6.24K | 0.42% | 67 |
|
|
2022
Q4 | $1.42M | Buy |
9,361
+479
| +5% | +$72.7K | 0.47% | 71 |
|
|
2022
Q3 | $1.21M | Buy |
8,882
+63
| +0.7% | +$8.57K | 0.51% | 60 |
|
|
2022
Q2 | $1.28M | Sell |
8,819
-147
| -2% | -$21.3K | 0.61% | 52 |
|
|
2022
Q1 | $1.49M | Buy |
8,966
+27
| +0.3% | +$4.48K | 0.55% | 58 |
|
|
2021
Q4 | $1.5M | Buy |
8,939
+1,058
| +13% | +$178K | 0.61% | 42 |
|
|
2021
Q3 | $1.23M | Buy |
+7,881
| New | +$1.23M | 0.39% | 78 |
|